Semiconductor News & Analysis Feed
2426 articles
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Micron Technology (
MU
7.72%
) is one of the hottest stocks in the market right now. Massive demand for its memory chips has driven prices higher over the last year, leading to record-breaking earnings for the company. Still, the stock trades for just 13.6 times analysts' earnings expectations for the next 12 months. For comparison, the S&P 500 trades for close to 22 times forecast earnings.
Many
2026-07-09
www.investing.com
2026-07-09
Investing.com
__fail__
2026-07-09
www.biometricupdate.com
2026-07-09
Biometric Update
Infineon launches FIDO Level 3+ security key for passwordless login
USB and NFC security key combines phishing-resistant FIDO authentication with qualified digital signatures for enterprise and government use
Jul 9, 2026, 9:17 am EDT | Lu-Hai Liang
CATEGORIES Access Control | Biometrics News | Trade Notes
Infineon has launched a new FIDO‑certified security key, which the company says can deli
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Micron Technology (
MU
7.31%
) has been one of the best-performing stocks in the artificial intelligence (AI) space. Over the last year, it has risen by more than 680%, even factoring in a pullback in recent days.
Nonetheless, memory was historically a highly commoditized product, with prices governed largely by the laws of supply and demand. When the tech sector needed more than producers could
2026-07-09
news.google.com
2026-07-09
U.S. News - Money
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Shares in Navitas Semiconductor (
NVTS
+1.83%
) rose by an incredible 151% in the first half of 2026, according to the data from S&P Global Market Intelligence. The performance comes down to a transformative bet that its management took in recent years, and the good news is it's working.
Navitas pivots toward high-growth markets
The company's roots lie in lower-margin power chips for mobile and
2026-07-09
tomshardware.com
2026-07-09
Jake Roach
The first independent benchmarks for AMD's EXPO ULL memory are available, showing just up to a 4% improvement despite an increase in price.
2026-07-09
www.koreajoongangdaily.com
2026-07-09
Korea JoongAng Daily
SK Group Chair Chey Tae-won to attend SK hynix ADR Nasdaq listing ceremony
The Korean chip giant plans to issue up to 17.79 million new shares, equivalent to about 2.5 percent of its outstanding shares, and raise approximately 43 trillion won ($28 billion).
News Team
PUBLISHED July 9, 2026 - 7:16 p.m.
SK Group Chairman Chey Tae-won (left) and Nvidia CEO Jensen Huang pose for a commemorative phot
2026-07-09
www.koreajoongangdaily.com
2026-07-09
Korea JoongAng Daily
SK hynix eyes second-largest foreign listing in U.S. history with $24.5B ADR offering
Topping seven times the shares on offer, SK hynix's ADR listing will test whether the AI memory cycle has more runway.
Business Desk
PUBLISHED July 9, 2026 - 7:16 p.m.
The SK hynix logo in this illustration taken on June 11 REUTERS/YONHAP
Global investors placed orders for more than seven times the shares i
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
0.80%
) stock has clocked respectable gains of 35% so far this year. However, TSMC's gains pale in comparison to the 67% jump in the PHLX Semiconductor Sector index.
But that may change after the company releases its second-quarter results on July 16. Let's look at the reasons why TSMC's upcoming results could supercharge this semiconductor stock next week
2026-07-09
www.kucoin.com
2026-07-09
KuCoin
Written by: Rita
Tide Guide
Morgan Stanley released its latest AI supply chain report on July 8, providing a comprehensive update on CoWoS advanced packaging allocations and ASIC dynamics for 2027. The report’s core assessment is that global CoWoS demand will reach 2.694 million wafers in 2027, a 93% increase from 1.394 million wafers in 2026. NVIDIA remains the largest shareholder (1.222 millio
2026-07-09
news.google.com
2026-07-09
U.S. News - Money
2026-07-09
www.barrons.com
2026-07-09
Barron's
__fail__
2026-07-09
timestech.in
2026-07-09
TimesTech
BuzzProducts News
Infineon Launches SECORA ID Key S USB
By TimesTech -
July 9, 2026
0
120
Infineon Technologies, is launching the SECORA ID Key S USB, a Java Card-based solution with USB and NFC connectivity for secured authentication and digital signatures. As the first FIDO-certified Level 3+ solution and compliant with CTAP 2.1, the authenticator enables phishing-resistant, passwordless authen
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Steve Cohen runs Point72 Asset Management, and investors closely watch his investment decisions through that hedge fund's 13F filings. The most recent 13F highlighted two interesting moves. First, Cohen took profits in artificial intelligence leaders Amazon (
AMZN
+2.49%
) and Nvidia (
NVDA
0.17%
). Second, he dramatically increased his position in Boston Scientific (
BSX
+0.54%
).
Here's a look
2026-07-09
www.businesskorea.co.kr
2026-07-09
Businesskorea
The listing aims to raise about 43 trillion won for next-generation semiconductor expansion and HBM investment SK Group Chairman Chey Tae-won Directly Attends SK Hynix Nasdaq Listing Ceremony
SK Group Chairman Chey Tae-won is conducting a media briefing alongside Nvidia CEO Jensen Huang in the lobby of the SK Seorin Building in Jongno-gu, Seoul, on June 8 of this year. (Provided by SK)
SK Group C
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Micron Technology (
MU
3.10%
) put up more staggering results in its fiscal 2026 third quarter, fueled by the surging demand for its artificial intelligence memory chips.
In the period, which ended May 28, Micron generated $41.5 billion in revenue, a 74% increase from the previous quarter and a 346% year-over-year increase. Earnings were equally staggering, with net income up 105% from the previo
2026-07-09
www.trendforce.com
2026-07-09
TrendForce
[News] NVIDIA Next-Gen Rosa CPU May Adopt TSMC A16 with Back-Side Power Delivery, Eyes 2028 Launch
2026-07-09 Semiconductors editor
News
Please note that this article cites information from Commercial Times, ICSmart, NVIDIA, Reuters, and Economic Daily News.
NVIDIA is expanding its AI server platform strategy beyond GPUs to CPUs, with its next-generation Rosa CPU emerging as a key focus
2026-07-09
www.thelec.net
2026-07-09
thelec.net
SK Group Chairman Chey Tae-won. (Photo: SK Group)
SK Group Chairman Chey Tae-won will travel to the United States to attend the Nasdaq listing ceremony for SK hynix Inc.'s American depositary receipts (ADRs), where the company is expected to present its artificial intelligence (AI) memory growth strategy to global investors and discuss expanding partnerships with major technology companies.
Acco
2026-07-09
www.tradingkey.com
2026-07-09
TradingKey
Micron Technology (MU) reported record fiscal Q3 2026 results, with revenue reaching $41.46 billion, driven by surging demand for High-Bandwidth Memory (HBM) in AI infrastructure. With HBM capacity sold out through 2027 and $100 billion in contracted multi-year revenue, the company exhibits robust fundamentals. Despite cyclical semiconductor risks and geopolitical exposure, Micron maintains strong